Jacob Sullivan
Jacob Sullivan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Ozark, MO, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2140 Bagnell Dam Blvd, Suite 301, Lake Ozark, MO, 65049
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Jacob has several outside business activities, including partial ownership in Red Barn Family Farms, Rowland Sullivan Properties LLC, Rowland Sullivan Wealth Management LLC, and multiple rental properties. He also dedicates time to the Jeff Sullivan Memorial Foundation and Citizens Against Domestic Violence, and owns Jacob Sullivan Financial LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations38 states
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